First Wilshire US SCV Equities SMA (S:0P00017GBH)
592.62
+46.90
(+8.59%)
USD |
Apr 30 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of May 21, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 15.12% | 100.58 | 0.00% |
| Ecovyst, Inc. | 6.89% | 13.32 | -4.72% |
| Liberty Global Ltd. | 6.42% | 12.24 | 3.12% |
| SandRidge Energy, Inc. | 5.60% | 15.30 | -1.42% |
|
Tri Pointe Homes Inc
|
5.10% | -- | -- |
| Gibraltar Industries, Inc. | 4.87% | 35.53 | 1.08% |
| EZCORP, Inc. | 4.59% | 33.41 | 0.39% |
| Camtek Ltd. | 3.39% | 160.26 | 0.56% |
| NWPX Infrastructure, Inc. | 3.37% | 109.20 | -0.30% |
| Miller Industries, Inc. (Tennessee) | 3.33% | 46.36 | -0.04% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |